How to create a report?
- The basic function of Financial Intelligence is to generate reports. You will now see the steps to generate your first report. Let's start by going to the main page of our application: Financial Report.
- Since this is the first time to generate a report, I assume you don't have a Report Template or Mapping for this Template available. At the top of the Actions page, select Report Template Management.
- You should create the Report Template using Create New Template button. The operation may take a while. Be patient.
- The successful action will return the template lines visible at the bottom of the page. You can edit the generated Template according to your needs.
- Then save the Template (if you don't save it, you will lose your result irrevocably).
- The first step is done, the next one is to generate a mapping adjusted to your Template created in the previous step.
- Go to Mapping Management and initiate the Create New Mapping action.
- Save the mapping and return to the home page.
- You have all the elements necessary to generate your first report. In the General section, select Template and Mapping. Then adjust other parameters depending on what kind of report you want to generate. To generate a report, use the Generate Report action.
- After a while you will get report lines. You can save it, export it to Excel or use the Evaluate option, which allows you to describe the report or ask questions about the report. X